-86.4%
RIVN vs AXON
+72.9%
-159.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | +3.1% | -27.4% | +30.5% | +12.4% |
| 30D | -1.9% | -28.5% | +26.6% | +7.3% |
| 3M | -16.4% | -49.3% | +32.9% | +0.9% |
| 6M | -3.7% | -25.0% | +21.4% | +0.8% |
| YTD | -30.5% | -46.7% | +16.2% | -20.7% |
| 1Y | -16.5% | -48.3% | +31.7% | -3.8% |
| 3Y | -11.0% | +38.8% | -49.9% | -47.1% |
| 5Y | -86.4% | +77.7% | -164.1% | -94.0% |
| All | -86.4% | +72.9% | -159.3% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling